TIP370: Inflation Masterclass w/ Cullen Roche
Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one!
IN THIS EPISODE, YOU'LL LEARN:
- (01:06 ) What is inflation, and what is it not
- (06:26 ) How much of inflation is due to base effects
- (10:28 ) How can expected inflation drive inflation
- (14:56 ) If the current inflation is temporary
- (26:12 ) How is inflation reflected in the real estate prices
- (33:02 ) Why do we have regional differences in inflation
- (45:15 ) If investors can profit from the interest rate parity
- (52:38 ) If investors should take on debt in an inflationary environment
- (58:01 ) Whether value stocks are a good investment in times of inflation
- (01:06:34 ) Whether paper assets can be inflation-proofed?
- (01:13:00 ) How Cullen Roche has positioned himself
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES:
- Stig’s interview with Cullen Roche about inflation
- Cullen Roche’s website, Pragmatic Capitalism
- Cullen Roche’s investment company, Orcam Group
- Cullen Roche’s comprehensive resource, Understanding Money
- Tweet directly to Cullen Roche
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